JJP Capital Management offers investment advice and manages portfolios using publicly traded securities. They tailor investment recommendations based on each client's financial situation, goals, and risk tolerance. The firm primarily serves individuals, trusts, and retirement accounts, but also manages assets for some non-profit entities. JJP Capital Management uses individual stocks, bonds, and U.S. Treasury securities in their advisory service.
Assets Under Management$350M
Clients61
Advisors1
Avg. per Client$5.7M
Avg. per Advisor$350M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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